Q1 2026 · 13F-HR
WIT, LLCholdings as filed
Filed 2026-05-15 · accession 0001104659-26-061720
$5.30B
Reported value
22
Positions
2026-03-31
Period end
The Brief · WIT, LLC · Q1 2026
AI · grounded in 13F
WIT, LLC established a new position in VBIL valued at $200.3M. The fund also opened a new position in VGSH for $69.6M and increased its holdings in BSV by 78.9%. Conversely, the fund trimmed its positions in VOO by 12.4% and VEA by 8.6%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $2.15B | 40.6% | 39,788,338 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.13B | 21.4% | 16,233,759 | Common | NONE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $438.8M | 8.28% | 6,848,135 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $268.5M | 5.07% | 2,263,922 | Common | NONE |
| 46434G863 | ESGE | ISHARES INC | $235.6M | 4.45% | 5,181,755 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $200.3M | 3.78% | 335,259 | Common | NONE |
| 922040845 | VBIL | VANGUARD INSTL INDEX FD | $200.3M | 3.78% | 2,647,432 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $157.4M | 2.97% | 2,007,422 | Common | NONE |
| 922042718 | VSS | VANGUARD INTL EQUITY INDEX F | $96.0M | 1.81% | 658,548 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $69.6M | 1.31% | 1,189,666 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $69.2M | 1.31% | 264,221 | Common | NONE |
| 921937819 | BIV | VANGUARD BD INDEX FDS | $66.5M | 1.25% | 861,173 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $54.3M | 1.03% | 250,167 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $47.7M | 0.90% | 491,177 | Common | NONE |
| 464288158 | SUB | ISHARES TR | $44.6M | 0.84% | 418,588 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $24.1M | 0.46% | 786,995 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $23.4M | 0.44% | 412,144 | Common | NONE |
| 464288414 | MUB | ISHARES TR | $7.0M | 0.13% | 65,922 | Common | NONE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $4.9M | 0.09% | 82,534 | Common | NONE |
| 46438F101 | IBIT | ISHARES BITCOIN TRUST ETF | $3.1M | 0.06% | 80,970 | Common | NONE |
| 46435G516 | ESGD | ISHARES TR | $3.1M | 0.06% | 32,336 | Common | NONE |
| 46435G425 | ESGU | ISHARES TR | $1.8M | 0.03% | 12,474 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.